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Securities America Inc.

Press Releases

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International trainer and author of the award-winning book 8 to Great: The Powerful Process of Positive Change MK Mueller will open Securities America’s 17th annual Assistant University Oct. 9-10, at the Hilton Omaha. Wayne Pepper, senior coach and presenter from the David Allen Company, will share... - October 15, 2014
Investor Securities Group welcomes two advisors with more than $600,000 in revenue. - August 16, 2014
Indiana broker-dealer becomes super branch with 60 advisors, $950M in assets and $7M in GDC. - August 03, 2014
National conference delivers powerful messages, from Condoleezza Rice to Captain Phillips - July 29, 2014
Firm celebrates 30th anniversary with Condoleezza Rice, Captain Phillips, and Three Dog Night. - June 27, 2014
Alabama-based Trowbridge Wealth Management looking for support to grow practice. - June 18, 2014
Omaha-based advisors with more than 30 years of experience join Fortress Wealth. - June 04, 2014
Online Vault Gives Advisors Free, Unlimited Document Storage - May 08, 2014
Securities America has selected DocuSign®, the Global Standard for eSignature®, to provide the easiest, fastest, most secure way for Securities America advisors and clients to complete and sign account documents at any time, on any device. - September 21, 2013
Financial advisor Gregory O’Donnell of O’Donnell Financial Group in Larkspur, Calif., has become a registered representative with independent broker-dealer Securities America Inc., a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. - September 01, 2013
Securities America employees came together to make 225 paracord survival bracelets for Operation Gratitude, a volunteer-based organization that sends care packages to active and veteran military service members and their families. - September 01, 2013
Securities America’s Mike Anderson, has been named to the Bank Insurance and Securities Association’s (BISA) Board of Directors. Mike Anderson joined Securities America in January 2012 and heads the Financial Institution and Business Growth Division. - May 02, 2013
Securities America has entered into an agreement to offer Finance Logix platform as its preferred financial planning solution. Finance Logix has been customized for Securities America and is a user friendly tool which includes both goal and cash flow analysis. - February 22, 2013
Securities America will honour Robin Claypool, administrative assistant for Kevin Clar of L&M Financial in Rochester, N.Y., as the Assistant of the Year for 2012. She will be honored at the Securities America National Conference, to be held on June 9-12, 2013. - February 21, 2013
Securities America’s margin, trading and cashiering manager, Aaron Winters, received a CFP® Scholarship from the Financial Planning Association of Nebraska. Winters joined Securities America in 2008, holds a bachelors degree in business administration and series 4, 7, 24, 53, 55 and 63 securities licenses. - January 02, 2013
Securities America employees organized a charity drive to benefit a local community resource where grieving children and teens can find healing after losing loved ones. Through this drive, the independent broker/dealer gave out 229 teddy bears and paper goods to the organization. - December 23, 2012
Midlands Business Journal has chosen Nicole Cummings, Securities America director of Human Resources and Training for its annual “40 under 40” list recognizing 40 outstanding young entrepreneurs, business owners, managers and professionals, each of which are under the age of 40. Cummings had joined the independent broker/dealer in 2008 following the acquisition of Brecek and Young. - December 16, 2012
Securities America, announced that Investors Security Company will become a branch of Securities America, thus adding 130 registered representatives. This will be one of the largest branches of the independent broker/dealer and will be led by Christopher Holloway. Investors Security Company Inc., which was founded by Cabell Birdsong in 1964, will continue to do business under the same name. - December 15, 2012
Securities America has hired Monte Garpestad to the position of senior regional director of branch office development for the upper northwest region. Garpestad is entrusted with implementing recruiting strategies and communicating Securities America’s philosophy with financial professionals seeking to align themselves with a Business Growth Expert - November 03, 2012
Securities America announced the launch of its new company website. With greater functionality and extensive resources for news outlets and reporters, the site is easily obtainable on mobile devices as well. - October 19, 2012
The community bank investment program continued to perform well in the first half in 2012 in security brokerage fee income and annuity commissions according to the Michael White – Securities America report. Considered the best revenue in last 6 years, the report also found that CenterState Bank of Florida (FL) led in investment program fee income, while AnchorBank (WI) topped the list in annuity fee income. - October 12, 2012
Securities America has hired Denise Morrison to the position of chief Compliance Officer. She will also serve as a member of the executive leadership team. Denise was drawn to the technology, growth and service at securities America. She is an expert in the field of regulatory affairs and has managed various compliance areas. - September 02, 2012
Community service is one of the core values of Securities America, as the employees demonstrated the same by coming together at Project Harmony, to help children who are victims of abuse and neglect. Each child was given a blanket and a toy as comfort gifts, all of which was paid for by Securities America. Project Harmony, which helps nearly 2300 children, has been receiving support from the financial advisory firm for various drives in the past. - August 31, 2012
Financial advisors Matt Browning and Monica Bacon-Proctor have become registered representatives with Securities America, Inc. Both of them said in their introductory interviews that they were pretty impressed with the quality of service that Securities America’s support team provides. Browning & Bacon-Proctor bring in immense experience to the Securities America’s network of advisors, along with a substantial amount of client assets under management. - July 20, 2012
Securities America has added one more financial advisory firm to its fledging network of partner firms. Lindsey & Lindsey Wealth Management, headed by John Lindsey, has joined Securities America Advisors Inc. and will offer its financial services, in affiliation with Securities America Inc. - April 19, 2012
Financial Advisor David Ford, has gone ahead & joined hands with Securities America Inc. - March 02, 2012
Independent financial advisors Tom & Gary Gahler, have registered with Securities America Inc. and become a part of their network of advisors. - March 02, 2012
Securities America has added Great Plains Financial Group to its nationwide network of affiliate financial advisors. It is a part of its expansion plans, to increase its reach amongst the average American. - February 24, 2012
Advisors, institutions get free access to cloud-based system to track, measure referrals. Securities America has signed an Enterprise License Agreement with Referral Pod to automate the process of bringing in fresh prospects in the form of new customers, to its existing financial advisors. - February 23, 2012
Securities America regularly identifies the best performing assistants to its financial advisers & recognizes them in an annual gathering. This year, it has selected Amanda Silkwood of Quintus Financial Services as it best performing Assistant of the Year. - February 11, 2012
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